We are live on ! Find out more
VRSK icon

Verisk Analytics

828 hedge funds and large institutions have $33.2B invested in Verisk Analytics in 2021 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 300 increasing their positions, 258 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 54

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

16% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 258

14% more capital invested

Capital invested by funds: $29.2B → $33.2B (+$3.98B)

11% more funds holding

Funds holding: 749828 (+79)

0.22% less ownership

Funds ownership: 90.44%90.22% (-0.22%)

45% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $23.1M

Holders
828
Holders Change
+79
Holders Change %
+10.55%
% of All Funds
12.74%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
143
Increased
300
Reduced
258
Closed
54
Calls
$12.6M
Puts
$23.1M
Net Calls
-$10.5M
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
HVM
801
Harvest Volatility Management
Connecticut
$2.25K +$523K +2,398 +32%
ADL
802
Asset Dedication LLC
California
$2K
BWM
803
Baystate Wealth Management
Massachusetts
$2K
BAM
804
Bellevue Asset Management
Washington
$2K
GI
805
Gradient Investments
Minnesota
$2K
MWA
806
Moser Wealth Advisors
Washington
$2K
TLFA
807
True Link Financial Advisors
California
$2K
BBPWM
808
Blue Bell Private Wealth Management
Pennsylvania
$2K +$1.96K +9 New
ACA
809
Atlas Capital Advisors
Wyoming
$1.37K
AWM
810
Avior Wealth Management
Nebraska
$1K
CWC
811
Carolinas Wealth Consulting
North Carolina
$1K
LAS
812
Lloyd Advisory Services
Georgia
$1K
ACK
813
Andrew C. Karlinski
$1K +$655 +3 New
CCA
814
Column Capital Advisors
Indiana
$1K +$655 +3 New
GAM
815
Gemmer Asset Management
California
$1K +$655 +3 +100%
1IA
816
1834 Investment Advisors
Wisconsin
$1K +$873 +4 New
CWP
817
Concord Wealth Partners
Virginia
$1K +$873 +4 New
AA
818
Addison Advisors
Vermont
$1K +$1.09K +5 New
BFC
819
Bedel Financial Consulting
Indiana
$1K +$1.09K +5 New
BEI
820
Benjamin Edwards Inc
Missouri
$1K +$1.09K +5 New
CSWM
821
Cassady Schiller Wealth Management
Ohio
$1K +$1.09K +5 New
MBFW
822
Morton Brown Family Wealth
Pennsylvania
$1K +$1.09K +5 New
TSWM
823
Tyler-Stone Wealth Management
Ohio
$1K +$1.09K +5 New
BBHC
824
Brown Brothers Harriman & Co
New York
$266 -$9.6K -44 -4%
WA
825
WestEnd Advisors
North Carolina
$228 +$218 +1 New